Top Certified Financial Planners in Greater Denver Area
Daniel Grote, CFP
Partner
Greater Denver Area
Partner
Certified Financial Planner
Investment Advisor Representative
Small Business Consultant
Fort Lewis College
J.K. Mullen High School
Ken Caryl Middle School
Recommendations: 0
Small Business
Wealth Management
Investments
Retirement Planning
Strategy
Financial Advisory
Retirement
Strategic Financial Planning
d*****@latitudefinancialgroup.com
Sharla Rountree
Certified Financial Planner & Owner
Greater Denver Area
Certified Financial Planner & Owner
Sharla D. Rountree, CFP ®
University of Colorado Boulder
University of Colorado at Boulder
Recommendations: 0
Certified Financial Planner
Retirement
Strategic Financial Planning
Financial Advisory
Investments
Retirement Planning
Insurance
Estate Planning
p*****@personalbenefitservices.com
David McCurdy, CFP®, MS
Regional Vice President
Greater Denver Area
Regional Vice President
Sr. Managing Partner
Sr. Managing Partner
Sr. Managing Partner
Certified Financial Planner/Wealth Manager
Regional Vice President
Sales and Marketing Director
VP of Institutional Sales
National Sales Manager
Vice President
Developer
Engineering and Systems Manager
College for Financial Planning
Georgia State University - J. Mack Robinson College of Business
North Carolina State University
Recommendations: 0
Portfolio Management
Wealth Management
Asset Allocation
Real Estate
Financial Advisory
Mutual Funds
Management
Investments
d****[email protected]
Shari Sykes
Certified Financial Planner
Greater Denver Area
Certified Financial Planner
Managing Director Operations/Administration
Senior Managing Director
Registered Representative, Certified Financial Planner®
Senior Vice President, Registered Representative
St. Cloud State University
Recommendations: 0
Business Analysis
Business Process Improvement
Turnaround Specialist
Cross-functional Team Leadership
Strategic Planning
Business Development
Team Leadership
Change Management
s****[email protected]
